BUSINESS
Coal India remains a value play; what’s the big pull?
Increase in price of coal supplied under the fuel supply agreement and wage negotiation critical points to track for Coal India
BUSINESS
What does interest rate hike cycle by US Fed mean for metal stocks?
Investors in metals need to keep a close watch on Chinese policy, post Olympics
EARNINGS
MSTC: Transformation journey continues
Investors should watch out for growth in e-commerce revenues, higher dividend payout for MSTC
BUSINESS
Vedanta: Should investors buy this conglomerate, post de-merger cancellation?
Investors need to watch out for metal prices as Vedanta is present in both ferrous and non-ferrous space
BUSINESS
Hindalco Q3: Higher pricing of aluminium, copper helped; Novelis took a breather
In FY23, Hindalco is likely to focus on growth capex on the back of an increased free cash flow
BUSINESS
Godrej Consumer Products: Wider market, category expansion take focus
Sequential improvement in GCPL margins likely in March 2022 quarter on the back of price increase
BUSINESS
Tata Steel: Fine balance between debt reduction and growth capex
Operating profit for Tata Steel for the March 2022 quarter likely to be lower QoQ as high coking coal prices bite
BUSINESS
Emami: Investment in brands, higher penetration to drive growth in the medium term
Investors need to be watchful of the performance of the Navratna brand, with the summer season nearing
BUSINESS
ITC puts up an all-round performance
Investors need to watch out for sustainability in cigarette volumes and the competition from smuggled varieties
BUSINESS
Tata Consumer Products: Food business likely to be the growth engine
Higher base in the March 2021 quarter for India beverages and food business will impact growth rates in the short term
BUSINESS
Dabur India: The trio of foods, beverages & personal care likely to drive growth
Dabur India outperforming peers in some of the categories where it is present
BUSINESS
FMCG | Consumption stocks to wait for second order benefits
The Budget's multiplier effect of higher capex is likely to eventually lead to higher consumption spending
BUSINESS
Britannia: In-line performance; gain in market share continues
Next engine of growth for Britannia will be higher rural penetration and expansion in other adjacent businesses
BUSINESS
Marico: Market share gains, penetration-led strategy continue
Investors should look out for growth in food portfolio and recovery in rural demand
BUSINESS
Colgate Palmolive India: Sub-par performance continues for another quarter
Investors need to watch out for premiumisation trends and increase in market share for Colgate Palmolive India
BUSINESS
Adani Wilmar: Will Fortune smile on investors?
Adani Wilmar started with edible oil refining and branding and is now focusing on foods and FMCG space
BUSINESS
JSW Steel: Higher cost push likely to impact performance in the short term
JSW to benefit from higher volumes, with Dolvi expansion going on stream; investors need to watch out for raw material cost push
BUSINESS
Hindustan Unilever: Double whammy for this FMCG major
Moderation in demand, higher commodity prices to impact performance in the short term
BUSINESS
Tata Metaliks: Is it in for greater traction?
Investors need to watch out for the ordering activity of Tata Metaliks in ductile iron pipes and timeline on the merger with Tata Steel Long Products
BUSINESS
MSTC: What are the rerating drivers?
Investors should watch out for growth in e-commerce revenues and higher dividend payout for MSTC
BUSINESS
Godrej Consumer Products: Quarterly investor update
Gross and operating margin pressure likely on the back of raw material inflation and investment behind brands
BUSINESS
Marico: Volume growth hit by slowdown in consumption, higher inflation
We expect the March 2022 quarter to witness improvement in gross and operating margins for Marico
BUSINESS
Indiamart Intermesh: Poised for growth highway on online boom
Competitive intensity will get higher, with some deep-pocket investors keen to get into online platform segment
BUSINESS
Godrej Consumer Products: Category push, sharper core portfolio take focus
In the short term, GCPL may face pressure on margins due to higher raw material prices
